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The state of M3 during the Covid-19 crisisCONTACT OUR ADVISORS
FINANCIAL NEWSLETTER Enjoy reading our Financial Newsletter. It includes a market overview, interesting statistics and articles on various topics.
DON'T SETTLE FOR AVERAGENo automated phone service, no figuring out which plan to pick on your own... M3 provides real, live financial guidance.
COMPLIMENTARY FINANCIAL PLANEvery single one of our clients has access to a complimentary financial plan and an attentive financial advisor. LEARN MORE
To clients and friends of M3,Under current circumstances, M3 offices in Royal Oak and Muskegon will not be holding in-person meetings. Thanks to M3’s commitment to technology, we are fully operational and meeting with clients over the phone and via online meetings in spite of our corporate distancing.
Our advisors are ready and willing to answer any questions or review your account; and for those of you looking to invest at lower prices, your advisor can assist you with that! Staff and advisors will be working from home and there is still someone in the office to answer your calls.
Above and beyond all else, we at M3 want everyone to stay safe and please honor the social distancing; be part of the solution, not the problem!
Lastly, I believe good things come from tough times, quality time spent with loved ones can only be good.
- Michael J. Pesendorfer, CRC®President
Going back to 1930, if an investor missed the S&P 500’s 10 best days in each decade, total returns would be just 91%, significantly below the 14,962% returns for investors who held steady through the downturns.-CNBC, March 7, 2020
S&P 500 Index is an index of 500 of the largest exchange-traded stocks in the US from a broad range of industries whose collective performance mirrors the overall stock market. Investors cannot invest directly in an index. Past performance is no guarantee of future results.
M3 was recently featured in Kiplinger for their individual approach to investing.
ARE YOUR FINANCES GETTING THE ATTENTION THEY NEED?Whatever stage of investing you are in – accumulation, transitioning to retirement, or living in retirement – we can help.
Working with an independent financial professional allows you to access advice and strategies focused on your specific goals and not be pigeonholed into limited product options. Your M3 advisor will guide you through your choices.
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LOCAL AND ACCESSIBLEWe are dedicated to helping you create a financial strategy to plan for the life you've imagined for you and your family.
M3 Investment Services is deeply committed and rooted in our local community. Talk with us to see the difference in the service and products we offer.